Purchases and Sales Made in Q2 2022 in Wisdomtree Tr U.S Total Divide (DTD)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q2 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S TOTAL DIVIDE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
800New |
$44.9K - $52.5K
|
800
$62.6K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
756New |
$42.5K - $49.7K
|
756
$59.1K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
637+ 15.03% |
$35.8K - $41.8K
|
4.87K
$381K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
590New |
$33.1K - $38.8K
|
590
$46.1K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
549+ 11.52% |
$30.8K - $36.1K
|
5.31K
$416K
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
500+ 2.84% |
$28.1K - $32.8K
|
18.1K
$1.41M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
419New |
$23.5K - $27.5K
|
419
$32.8K
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
348+ 7.22% |
$19.5K - $22.9K
|
5.17K
$404K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
325+ 0.73% |
$18.3K - $21.3K
|
44.6K
$3.49M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
304New |
$17.1K - $20K
|
304
$23.8K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
282New |
$15.8K - $18.5K
|
282
$22.1K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
201+ 6.06% |
$11.3K - $13.2K
|
3.52K
$275K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
201+ 1.44% |
$11.3K - $13.2K
|
14.2K
$1.11M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
180+ 187.5% |
$10.1K - $11.8K
|
276
$21.6K
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
168+ 1.19% |
$9.43K - $11K
|
14.3K
$1.12M
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
161New |
$9.04K - $10.6K
|
161
$12.6K
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
131+ 0.76% |
$7.36K - $8.6K
|
17.3K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
109+ 0.47% |
$6.12K - $7.16K
|
23.4K
$1.83M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
94+ 156.67% |
$5.28K - $6.17K
|
154
$12K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
56+ 0.77% |
$3.14K - $3.68K
|
7.35K
$575K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
46+ 0.62% |
$2.58K - $3.02K
|
7.47K
$584K
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
36+ 0.62% |
$2.02K - $2.36K
|
5.81K
$454K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
32+ 0.92% |
$1.8K - $2.1K
|
3.51K
$274K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
28+ 0.21% |
$1.57K - $1.84K
|
13.3K
$1.04M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
18+ 4.12% |
$1.01K - $1.18K
|
455
$35.6K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13+ 0.06% |
$730 - $854
|
22.3K
$1.74M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.44% |
$56.2 - $65.7
|
227
$17.8K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-7- 87.5% |
$393 - $460
|
1
$78.2
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-14- 0.52% |
$786 - $920
|
2.68K
$210K
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-20- 0.11% |
$1.12K - $1.31K
|
18.6K
$1.46M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-52Closed |
$2.92K - $3.42K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-74- 0.28% |
$4.16K - $4.86K
|
26.1K
$2.04M
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-75- 0.62% |
$4.21K - $4.93K
|
12K
$941K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-80- 2.09% |
$4.49K - $5.25K
|
3.74K
$293K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-81Closed |
$4.55K - $5.32K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-95- 2.32% |
$5.34K - $6.24K
|
4K
$313K
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-100- 1.52% |
$5.62K - $6.57K
|
6.5K
$508K
|
|
Aug 08, 2022
Q2 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-100- 1.57% |
$5.62K - $6.57K
|
6.27K
$490K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-200- 2.28% |
$11.2K - $13.1K
|
8.56K
$670K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-201- 20.08% |
$11.3K - $13.2K
|
800
$62.6K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-216- 3.22% |
$12.1K - $14.2K
|
6.48K
$507K
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-300- 1.31% |
$16.8K - $19.7K
|
22.6K
$1.77M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-330Closed |
$18.5K - $21.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-414- 2.33% |
$23.3K - $27.2K
|
17.3K
$1.36M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-525- 7.83% |
$29.5K - $34.5K
|
6.18K
$483K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-547- 9.8% |
$30.7K - $35.9K
|
5.04K
$394K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-630- 1.88% |
$35.4K - $41.4K
|
32.9K
$2.57M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-638- 8.76% |
$35.8K - $41.9K
|
6.64K
$519K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-685- 3.51% |
$38.5K - $45K
|
18.8K
$1.47M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-752- 3.13% |
$42.2K - $49.4K
|
23.3K
$1.82M
|